017.Customer Services Representative

United Bank Limited; Pakistan; On-site; PKR 446,000 - 781,000; Full time

Job summary

United Bank Limited is seeking a dedicated Bank Customer Service Representative to assist customers with information on bank products and services. The role involves handling inquiries in person and over the phone, processing financial transactions, and setting up services while ensuring compliance with bank policies.

The ideal candidate will provide prompt, courteous service, help resolve customer issues, and actively promote bank offerings to enhance customer satisfaction.

Qualifications

• Excellent verbal and written communication skills.
• Strong knowledge of banking products and services.
• Ability to handle inquiries promptly and professionally.
• Maintain confidentiality and comply with policies and procedures.

Responsibilities

• Provide information about bank products and services to customers.
• Assist customers in person and over the phone with financial transactions and service needs.
• Ensure courteous, timely, and accurate service to all customers.
• Follow bank policies, code of conduct, and regulatory guidelines.
• Open new bank accounts according to rules and guidelines.
• Liaise with other departments to resolve customer issues and support campaigns.
• Promote products and services to expand the customer base and satisfaction.
• Protect customers’ confidential information and use it only for official purposes.
• Handle complaints and escalate to appropriate channels for resolution.

Job description

A bank customer service representative is someone whose role is to provide information regarding the bank’s
products and services to its customers. He/she is responsible for communicating with clients and assisting them, in
person and over the phone, in financial transactions, service and meeting set-ups, and other tasks in response to the
client's needs.

• Provide splendid customer services to customers in a friendly and courteous manner at all times
• Have sufficient knowledge about the banking products and services and respond to all inquiries accordingly.
• Improve customers’ banking experience with the bank by ensuring that the customers are attended to promptly and all their challenges are resolved without delay
• Ensure that all the bank’s policies and procedures, code of conduct and regulatory guidelines are strictly complied with in the process of discharging duties
• Inform and suggest new banking products to customers
• Provide information to customers on their account status and account balances
• Open new bank accounts according to laid down rules and guidelines
• Suggest effective ways through which the bank can promote its products and services and increase customer satisfaction
• Provide assistance to all other members of staff in other departments of the bank by liaising with them
• through healthy interaction
• Participate in marketing and awareness campaigns in the bank to create an enlarged customer base
• Establish and promote cordial relationship with customers, ensuring prompt attendance to their inquiries and solving their problems to grant them maximum satisfaction
• Ensure that customers’ confidential information is properly protected and only used for official purposes
• Be involved in performing some financial related and marketing transactions
• Channel complex customer complaints and challenges to the right quarters for effective resolution
• Continuously update skill by participating in professional trainings, go for courses as instructed by management and be willing to contribute acquired knowledge to the development of the back.
• Promote Team Work and prove to be an effective participant of the TEAM.
• Responsible for CIF amendment and Dormant activation.